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Pin Oak Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Pin Oak Investment Advisors’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-46
Closed -$4K – 475
2024
Q2 		$4K Hold
46
– – ﹤0.01% 400
2024
Q1 		$4K Hold
46
– – ﹤0.01% 399
2023
Q4 		$4K Hold
46
– – ﹤0.01% 404
2023
Q3 		$3K Hold
46
– – ﹤0.01% 415
2023
Q2 		$4K Hold
46
– – ﹤0.01% 394
2023
Q1 		$3K Hold
46
– – ﹤0.01% 386
2022
Q4 		$4K Buy
+46
New +$3.45K ﹤0.01% 359
2018
Q2 		– Sell
-945
Closed -$68K – 427
2018
Q1 		$68K Buy
945
+735
+350% +$52.9K 0.06% 172
2017
Q4 		$16K Buy
+210
New +$15.3K 0.01% 294

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Pin Oak Investment Advisors's CL Position: Q3 2024 in Review

Pin Oak Investment Advisors sold out of Colgate-Palmolive (CL) in Q3 2024, closing a stake of 46 shares — an estimated $4K sold.

Pin Oak Investment Advisors first reported a position in CL in Q4 2017 and held it in 9 quarters. The position peaked at $68K in Q1 2018. 1,909 funds tracked by Wall St. Rank hold CL as of Q3 2024.

  • Pin Oak Investment Advisors reported no remaining Colgate-Palmolive position as of Q3 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 46 Colgate-Palmolive shares in Q3 2024, an estimated $4K.
  • Pin Oak Investment Advisors first reported a position in Colgate-Palmolive in Q4 2017 and held it in 9 quarters.
  • Pin Oak Investment Advisors's Colgate-Palmolive position peaked at $68K in Q1 2018.
  • 1,909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.